13F-HR 1 f123104.txt FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2004 Institutional Investment Manager Filing this Report: NAME: Glickenhaus & Co. ADDRESS: Six East 43rd Street New York, NY 10017 13F File Number: The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Linda Anderson Title: Director and Principal Phone: 212-953-7872 Signature, Place, and Date of Signing: Linda Anderson New York, NY February 2, 2005 Report Type Type: [X] 13F HOLDINGS REPORT [ ] 13F NOTICE [ ] 13F COMBINATION REPORT List of Other Managers Reporting for this Manager: I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934. FORM 13F SUMMARY PAGE REPORT SUMMARY: NUMBER OF OTHER INCLUDED MANAGERS: 0 FORM 13F INFORMATION TABLE ENTRY TOTAL: 122 FORM 13F INFORMATION TABLE VALUE TOTAL: $790,560,000 LIST OF OTHER INCLUDED MANAGERS: NO. 13F FILE NUMBER NAME FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ABBOTT LABS COM 002824100 522 11200 SH SOLE 11200 0 0 ABBOTT LABS COM 002824100 93 2000 SH OTHER 0 0 2000 AGERE SYS INC CL A COM 00845V100 175 128016 SH SOLE 128016 0 0 ALTERA CORP COM COM 021441100 3988 192650 SH SOLE 179750 0 12900 AMERICAN INTL GROUP INC COM 026874107 10701 162945 SH DEFINED 141508 2137 19300 ANADARKO PETE CORP COM COM 032511107 25285 390143 SH DEFINED 341493 2450 46200 APARTMENT INVT & MGMT CO CL A COM 03748R101 445 11535 SH DEFINED 10100 435 1000 ARCHER DANIELS MIDLAND COM 039483102 368 16500 SH SOLE 15700 0 800 ARLINGTON TANKERS LTD COM COM G04899103 750 32700 SH DEFINED 26000 2200 4500 AUTODIE CORP SDCV (DEFAULT) 7. CONVERTIBLE BOND 052770AA2 0 675000 PRN SOLE 675000 0 0 BANK NEW YORK INC COM 064057102 344 10300 SH SOLE 10300 0 0 BANK OF AMERICA COM 060505104 13189 280683 SH DEFINED 238858 2671 39154 BAY AREA RECOVERY CENTER INC COM 072021108 2 32500 SH OTHER 0 0 32500 BEAZER HOMES USA INC COM 07556Q105 3940 26950 SH SOLE 26300 0 650 BUCKEYE PARTNERS L P COM 118230101 263 6222 SH DEFINED 4600 1622 0 BURLINGTON RESOURCES INC COM 122014103 31394 721704 SH SOLE 645404 0 76300 CABLEVISION SYS CORP CL A COM 12686C109 13514 542728 SH SOLE 477128 0 65600 CABOT OIL & GAS CORP COM 127097103 3407 77000 SH SOLE 70700 0 6300 CENTEX CORP COM 152312104 5127 86050 SH SOLE 74450 0 11600 CHARTER COMMUNICATIONS INC DCL COM 16117M107 60 27000 SH SOLE 25800 0 1200 CHESAPEAKE ENERGY CORP COM COM 165167107 1725 104525 SH DEFINED 85800 125 18600 CHEVRONTEXACO CORPORATION COM 166764100 12957 246748 SH DEFINED 215628 350 30770 CHUBB CONV PFD B 7.00% 08/16/0 CONVERTIBLE PREF 171232507 2850 95000 SH SOLE 86800 0 8200 CHUBB CORP COM 171232101 531 6900 SH SOLE 5600 0 1300 CITIGROUP INC. COM 172967101 3334 69207 SH DEFINED 54812 3077 11318 COMCAST CORP CL A SPL COM 20030N200 22349 680528 SH DEFINED 599200 1600 79728 CONOCOPHILLIPS COM COM 20825C104 1520 17503 SH SOLE 15203 0 2300 CONTINENTAL AIRLS INC CL B COM 210795308 148 10900 SH SOLE 9200 0 1700 COUNTRYWIDE CR INDS INC COM 222372104 71397 1929131 SH DEFINED 1837624 2785 88722 D R HORTON INC COM COM 23331A109 17318 429632 SH DEFINED 376557 400 52675 DEVON ENERGY CORP NEW COM COM 25179M103 16127 414362 SH DEFINED 380528 2234 31600 E M C CORP MASS COM COM 268648102 207 13900 SH SOLE 13900 0 0 EL PASO CORPORATION COM 28336L109 2573 247450 SH SOLE 232350 0 15100 ENBRIDGE ENERGY PARTNERS L PCO COM 29250R106 12365 239780 SH DEFINED 216560 2320 20900 ENERGY TRANSFER PARTNERS L.P. 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COM 26875P101 10873 152374 SH SOLE 131274 0 21100 EXXON CORPORATION COM 30231G102 1069 20845 SH DEFINED 14202 537 6106 FEDERATED DEPT STORES INC DE COM 31410H101 6201 107300 SH SOLE 92000 0 15300 FIRST INDL RLTY TR INC COM 32054K103 1407 34550 SH DEFINED 33700 50 800 FRONTLINE LTD ORD COM G3682E127 896 20200 SH SOLE 16900 0 3300 GENERAL ELEC CO COM 369604103 2402 65820 SH DEFINED 57958 2795 5067 GENERAL MARITIME CORP SHS COM Y2692M103 19611 490900 SH SOLE 424900 0 66000 GIBRALTER INDUSTRIES INC COM 374689107 3834 162300 SH SOLE 160050 0 2250 GOLAR LNG LTD SHS COM G9456A100 740 49700 SH DEFINED 34200 9000 6500 I B M COM 459200101 1012 10261 SH DEFINED 8061 600 1600 INTEL CORP COM 458140100 6035 258001 SH DEFINED 236285 2108 19608 INTEL CORP COM 458140100 133 5700 SH OTHER 0 0 5700 INTERNATIONAL SHIPPING UNIT COM 46032U207 1098 166300 SH DEFINED 150000 700 15600 ISTAR FINL INC COM COM 45031U101 703 15525 SH SOLE 14720 0 805 IVAX CORP COM 465823102 5568 351968 SH SOLE 327593 0 24375 J.P. 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